Hubflo by Codex Solutions International

hubflo is an all in one client portal and operating system for professional services firms, offering tools for onboarding, communication, and project management integrating with make com enables automated workflows, enhancing client operations and connecting hubflo with hundreds of other business apps this is ai generated content based on official hubflo documentation the content may still contain errors—please verify important information if you have questions, contact hubflo support directly how to get support on hubflo hubflo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=hubflo\&app slug=hubflo community\&app unique id=hubflo kx79na requirements to use the hubflo app in make, you must have an active account and an api key, create your account on hubflo app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect hubflo and {{product name}} to get started, you must first create a connection between hubflo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate and copy your api key from the platform settings go to the settings section in your hubflo account select integrations scroll to the bottom of the page click to generate and copy your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=hubflo\&app slug=hubflo community\&app unique id=hubflo kx79na create the connection in {{product name}} log in in your make account , add the hubflo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your hubflo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page hubflo modules after connecting to the hubflo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company creates a new company record in your system, allowing you to add and manage company details efficiently create a contact adds a new contact to your chosen address book or contact list create a form retrieves the details of a form that has been created, including its fields and settings get a company retrieves detailed information about a specific company get a contact retrieves detailed information about a specific contact get a form retrieves and displays the details of a specific form, allowing you to view all its fields and settings get all workspaces of a contact retrieves a list of all available workspaces, allowing you to view and manage the different workspaces in your account list all companies retrieves a list of companies from your account list all contacts retrieves a list of contacts from your account, allowing you to access and work with their details list all forms retrieves a complete list of all the forms available in your account, making it easy to view and manage them in one place make an api call perform a custom api call to connect with the app’s endpoints, enabling you to access or send specific data that may not be covered by the standard modules update a company updates the details of an existing company, allowing you to modify information such as the company’s name, address, or other relevant fields update a contact updates the details of an existing contact, allowing you to modify information such as name, email address, phone number, or other contact fields update a form updates an existing form with new information or changes to its fields and settings templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} hubflo resources you can have access to more resources related to this app on the following links hubflo website hubflo documentation hubflo api documentation hubflo page on make